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19
How the SECURE Act May Affect You (Hint… It Probably Does)

This act contains provisions that will likely significantly affect either yourself or your loved ones at a future date. There are both positive and negative implications for individual taxpayers, so let’s get into what we think are the most important provisions you should be aware of.

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22
Attempting to Avoid Funds in the Doghouse

Capital gains distributions can be an unpleasant surprise for investors with taxable accounts. No investor sets out to pay more taxes than necessary when selecting investments.

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19
Diversification: The Strategic Play

If you have been paying attention to markets this year, you have likely noticed that U.S. large stocks (S&P 500 Index) are up 20.6% as of 9/30/19. Would it perhaps be advantageous to just invest in the S&P 500 for your retirement? 

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15
Is It Time to Get Defensive?

Offense wins games, but defense wins championships. More than ten years into one of the longest bull markets on record, it is natural human behavior to think maybe this is as good as it gets. With the 24/7 news cycle, investors are bombarded with news and perspectives that threaten the end of a historic run. But before making any decisions, it is helpful to consider the probability that a diversified portfolio prevails with a positive return. As it turns out, we believe your diversified portfolio may be a dynasty for the ages. 

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01
Scoreboard for Individual Taxpayers

TCJA brought sweeping tax legislation to the United States for the first time since 1986. While most Americans paid less in taxes, the TCJA introduced an array of new rules that had unpredictable and contradictory effects. October 15th marks the extended tax return due date that will close the inaugural tax season. What did we learn? Who wins?

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29
Beat the Short-Term Market Jitters

When the financial markets are in turmoil and account balances start to fall, there is a strong temptation to ask your financial advisor to “do something” to stem any perceived losses. Yet it is often the case that staying the course—or doing nothing—proves to be the better path. 

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21
Lessons in International Small Cap

As investors, there are two ways we can reap the benefits of a rapidly developing world economy: we can simply diversify across international stocks, and, if the premium for investing in small company stocks holds overseas, we should include an allocation to international small cap stocks. 

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20
Top 5 Things to Do Before Sending Your Kid off to College

While picking out bedding and a mini-fridge for your college student is important, there are a few more things to do that you may have not considered.

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20
Opportunities for Women in STEM

With a continued need for STEM education to support an expanding STEM job market, it’s an important opportunity for women to close both the education and employment gaps that still exist within the workforce as a whole, and the STEM field. 

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14
Market Indexes and How They Affect You

investors should be to always view the point movements of an index within a percentage context and to account for how an index is constructed. Different indices measure different sets of stocks, and even those with some of the same components can be impacted very differently. 

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